My mission is to help clients feel financially secure and live the life they deserve.
I have a passion for helping women with financial planning and investing since they have been largely ignored by the wealth management industry. So many women are smart and accomplished, yet they don’t feel confident in managing and investing their own money. I also have witnessed how devastating life can be for women who were not empowered through financial education. I realized that I wanted to make a difference. BW Financial Planning was founded to create a place where clients feel taken care of in their financial life.
From an early age, I loved the financial markets. The markets represented the American Dream, an equal opportunity to succeed for anyone who worked hard. It was the Dream that brought my parents to this country. I watched Wall $treetWeek with Louis Rukeyser on Friday nights with my dad and was inspired by stories of entrepreneurs and business people who created wealth.
At age 11, I started taking babysitting jobs to earn money to invest in the market. After graduating college with a degree in finance, I joined the management program at Northern Trust’s corporate headquarters in Chicago. I continued to build my career in San Francisco at Dodge & Cox, where I was a Vice President and Shareholder of the firm.
My life changed on the day my oldest son was born. It wasn't the Hollywood moment when the exhausted mother falls in love with her baby at first sight. My moment was a few minutes later when my son stopped breathing. Doctors and nurses swarmed and stuffed tubes into his tiny body so he could live. That was when my heart grew three sizes like the Grinch’s and my life was changed forever.
My son continued to have chronic health issues which doctors had difficulty diagnosing and treating. When it became clear that my husband and I needed to focus on our son’s health, our financial priorities shifted from the long term goal of building wealth for retirement to a more immediate goal of building enough financial security and flexibility so I could be a full-time caregiver to my son. It took over two years of planning, saving, investing and making hard choices to realize this goal.
My passion is to help clients clarify their financial priorities to create the life they want and to be a trusted resource and partner as their goals change and evolve during life’s many transitions.